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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Lawson Ballard (CRD# 5857897) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, SC and has over 5 years of experience in the finance industry.
James Ballentine (CRD# 3183968) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 25 years of experience in the finance industry. James Ballentine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Balogh (CRD# 1398194) is an Investment Advisor Representative working at Swbc Investment Company in Greer, SC and has over 23 years of experience in the finance industry.
Michael Baloy (CRD# 6405924) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greer, SC and has over 9 years of experience in the finance industry.
Barry Barnette (CRD# 4492898) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greer, SC and has over 22 years of experience in the finance industry.
Dennis Barry (CRD# 4739271) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mauldin, SC and has over 20 years of experience in the finance industry.
Christopher Barton (CRD# 6372915) is an Investment Advisor Representative working at Jehm Wealth & Retirement, LLC in Simpsonville, SC and has over 7 years of experience in the finance industry.
George Baughman (CRD# 3082789) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 23 years of experience in the finance industry. George Baughman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hans Blake (CRD# 5982431) is an Investment Advisor Representative working at Intelligent Investing in Greenville, SC and has over 12 years of experience in the finance industry.
Christopher Bolle (CRD# 1412298) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, SC and has over 38 years of experience in the finance industry.